Estate Plan Information (Page 4 of 7) in pdf

Estate Plan Information Page 4

III. FIDUCIARIES AND ADVISORS

Select and specify individual(s) and/or an institution (i.e., bank) to serve in the capacity listed, if relevant.

The same person(s) may serve as trustee and guardian for any minor children. If you have named two people to

serve together, consider whether one of them may serve alone if the other cannot serve.

Name

Address

Personal Representative(s)

________________________________

___________________________________

________________________________

___________________________________

Alternate Personal Representative(s)

________________________________

___________________________________

________________________________

___________________________________

Trustee(s)

________________________________

___________________________________

________________________________

___________________________________

Alternate Trustee(s)

________________________________

___________________________________

________________________________

___________________________________

Guardian(s) for Children

________________________________

___________________________________

________________________________

___________________________________

Alternate Guardian(s) for Children

________________________________

___________________________________

________________________________

___________________________________

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Estate Plan Information Page 4